Manning & Napier Investor Services, Inc.
Firm details
- Headquarters
- Fairport, New York
- CRD number
- 26266
- Registered since
- June 15, 1990
- Website
- www.manning-napier.com
Firm profile
FINTRXOverview
Manning & Napier Investor Services, Inc. is organized as a corporation and is identified in source records with ownership described as a combination of a domestic entity and an individual. The firm's internal classification is listed as unclassified, and several operational flags in the dataset indicate it does not act as a capital allocator, is not an active ESG investor, is not a pension consultant, and is not designated as a related adviser or newly formed adviser. The available disclosures for this entity are sparse: the provided dataset does not include details about its advisory activities, client segments, fee schedules, or investment strategies. Where specific operational attributes are recorded, they are limited to the structural and boolean items noted above rather than descriptions of how the firm manages assets or serves clients.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Aaron Mcgreevy
Chief Distribution OfficerCRD 5541148

Paul Battaglia
Chief Financial OfficerCRD 6007994
Contacts
3 of 65
Ioannis Profylienos
Senior Financial ConsultantCRD 5748613

Rebecca Galliford
Financial ConsultantCRD 5757790
Susan Pilon
Senior Financial ConsultantCRD 4382906
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fairport, NY
Monroe
Location
Fairport, NY
Headquartered in Fairport, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 290 Woodcliff Dr
- Time zone
- ET (UTC-5)
- Office locations
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